Improve refresh options on constituent record and reports

If receipts have been run since constituent record was opened I would like a 'refresh' record option to see receipt # (field is displayed on my gift tab) - saving record does not update it. Same issue when adding solicitor assignments. Assignment does not show on gift tab record unless record is reopened. Lightning bolt that should refresh solicitor analysis report is useless. Doesn't refresh when additional assignments are made. Have to re-run the preview.

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  • Jul 31 2015
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